MondegarAI
NOMURA ASSET MANAGEMENT CO LTD

Q4 2025 · 13F-HR

NOMURA ASSET MANAGEMENT CO LTDholdings as filed

Filed 2026-02-10 · accession 0001140361-26-004551

$39.51B
Reported value
1,714
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · NOMURA ASSET MANAGEMENT CO LTD · Q4 2025

AI · grounded in 13F

NOMURA ASSET MANAGEMENT CO LTD reduced its position in ACWI by 88.14%. The fund also trimmed holdings in AJG by 54.95% and QCOM by 41.80%. On the buy side, the manager accumulated shares of LLY by 4.60% and GOOG by 3.99%.

Holdings as filed

First 500 of 1714

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$3.44B8.72%18,466,669CommonSOLE
594918104MSFTMICROSOFT CORP$1.92B4.86%3,972,582CommonSOLE
037833100AAPLAPPLE INC$1.89B4.78%6,951,830CommonSOLE
11135F101AVGOBROADCOM INC$1.88B4.75%5,421,249CommonSOLE
023135106AMZNAMAZON COM INC$1.12B2.83%4,850,020CommonSOLE
02079K305GOOGLALPHABET INC$913.9M2.31%2,919,905CommonSOLE
02079K107GOOGALPHABET INC$849.1M2.15%2,705,912CommonSOLE
30303M102METAMETA PLATFORMS INC$758.4M1.92%1,148,970CommonSOLE
595112103MUMICRON TECHNOLOGY INC$637.7M1.61%2,234,370CommonSOLE
88160R101TSLATESLA INC$538.3M1.36%1,196,898CommonSOLE
532457108LLYELI LILLY & CO$396.6M1.00%369,032CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$390.9M0.99%1,213,209CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$386.6M0.98%677,192CommonSOLE
478160104JNJJOHNSON & JOHNSON$299.4M0.76%1,446,966CommonSOLE
17275R102CSCOCISCO SYS INC$280.6M0.71%3,642,286CommonSOLE
30231G102XOMEXXON MOBIL CORP$268.5M0.68%2,231,349CommonSOLE
92826C839VVISA INC$267.1M0.68%761,699CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$247.7M0.63%492,796CommonSOLE
931142103WMTWALMART INC$245.6M0.62%2,204,161CommonSOLE
95040Q104WELLWELLTOWER INC$241.9M0.61%1,303,156CommonSOLE
482480100KLACKLA CORP$235.1M0.60%193,494CommonSOLE
00287Y109ABBVABBVIE INC$234.2M0.59%1,024,782CommonSOLE
743315103PGRPROGRESSIVE CORP$224.8M0.57%987,037CommonSOLE
74340W103PLDPROLOGIS INC.$219.0M0.55%1,715,398CommonSOLE
64110L106NFLXNETFLIX INC$201.8M0.51%2,152,742CommonSOLE
958102105WDCWESTERN DIGITAL CORP$193.3M0.49%1,122,095CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$187.5M0.47%217,379CommonSOLE
038222105AMATAPPLIED MATLS INC$187.3M0.47%728,645CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$186.6M0.47%329,405CommonSOLE
742718109PGPROCTER AND GAMBLE CO$179.9M0.46%1,255,118CommonSOLE
149123101CATCATERPILLAR INC$179.7M0.45%313,622CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$172.8M0.44%298,253CommonSOLE
437076102HDHOME DEPOT INC$171.8M0.43%499,134CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$166.5M0.42%504,483CommonSOLE
68389X105ORCLORACLE CORP$164.4M0.42%843,703CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$163.8M0.41%921,456CommonSOLE
166764100CVXCHEVRON CORP NEW$162.4M0.41%1,065,434CommonSOLE
713448108PEPPEPSICO INC$161.8M0.41%1,127,643CommonSOLE
191216100KOCOCA COLA CO$154.0M0.39%2,202,495CommonSOLE
79466L302CRMSALESFORCE INC$152.8M0.39%576,985CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$152.4M0.39%1,865,010CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$151.4M0.38%707,046CommonSOLE
G54950103LINLINDE PLC$148.7M0.38%348,815CommonSOLE
65339F101NEENEXTERA ENERGY INC$147.3M0.37%1,834,748CommonSOLE
58933Y105MRKMERCK & CO INC$145.8M0.37%1,385,592CommonSOLE
78409V104SPGIS&P GLOBAL INC$143.8M0.36%275,231CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$142.9M0.36%482,490CommonSOLE
060505104BACBANK AMERICA CORP$140.1M0.35%2,548,145CommonSOLE
580135101MCDMCDONALDS CORP$139.5M0.35%456,488CommonSOLE
002824100ABTABBOTT LABS$138.9M0.35%1,108,800CommonSOLE
29444U700EQIXEQUINIX INC$138.6M0.35%180,884CommonSOLE
55024U109LITELUMENTUM HLDGS INC$136.3M0.35%369,804CommonSOLE
718172109PMPHILIP MORRIS INTL INC$135.8M0.34%846,714CommonSOLE
949746101WMT2WELLS FARGO CO NEW$131.7M0.33%1,412,556CommonSOLE
756109104OREALTY INCOME CORP$131.0M0.33%2,323,920CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$130.3M0.33%1,428,690CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$124.8M0.32%141,990CommonSOLE
81762P102NOWSERVICENOW INC$124.2M0.31%810,917CommonSOLE
369604301GEGE AEROSPACE$113.8M0.29%369,386CommonSOLE
075887109BDXBECTON DICKINSON & CO$112.8M0.29%581,016CommonSOLE
36828A101GEVGE VERNOVA INC$112.5M0.28%172,135CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$111.9M0.28%604,773CommonSOLE
025816109AXPAMERICAN EXPRESS CO$108.3M0.27%292,813CommonSOLE
172967424CCITIGROUP INC$106.7M0.27%914,624CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$106.1M0.27%117,019CommonSOLE
94106L109WMWASTE MGMT INC DEL$105.7M0.27%480,892CommonSOLE
58155Q103MCKMCKESSON CORP$105.2M0.27%128,204CommonSOLE
375558103GILDGILEAD SCIENCES INC$103.4M0.26%842,183CommonSOLE
438516106HONHONEYWELL INTL INC$100.9M0.26%517,362CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$100.4M0.25%3,812,309CommonSOLE
031162100AMGNAMGEN INC$97.9M0.25%299,167CommonSOLE
G5960L103MDTMEDTRONIC PLC$96.5M0.24%1,005,034CommonSOLE
G7S00T104PNRPENTAIR PLC$95.6M0.24%918,190CommonSOLE
872540109TJXTJX COS INC NEW$95.1M0.24%618,867CommonSOLE
548661107LOWLOWES COS INC$95.0M0.24%394,071CommonSOLE
512807306LRCXLAM RESEARCH CORP$94.9M0.24%554,129CommonSOLE
747525103QCOMQUALCOMM INC$94.4M0.24%551,688CommonSOLE
03831W108APPAPPLOVIN CORP$94.1M0.24%139,589CommonSOLE
032654105ADIANALOG DEVICES INC$93.9M0.24%346,126CommonSOLE
040413205ANETARISTA NETWORKS INC$93.0M0.24%709,983CommonSOLE
253868103DLRDIGITAL RLTY TR INC$92.6M0.23%598,259CommonSOLE
461202103INTUINTUIT$91.5M0.23%138,080CommonSOLE
617446448MSMORGAN STANLEY$90.5M0.23%509,902CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$86.5M0.22%906,900CommonSOLE
H1467J104CBCHUBB LIMITED$85.7M0.22%274,641CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$85.1M0.22%280,103CommonSOLE
75513E101RTXRTX CORPORATION$83.4M0.21%454,827CommonSOLE
833445109SNOWSNOWFLAKE INC$83.0M0.21%378,161CommonSOLE
09290D101BLKBLACKROCK INC$82.5M0.21%77,067CommonSOLE
770700102HOODROBINHOOD MKTS INC$81.8M0.21%722,857CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$80.6M0.20%228,118CommonSOLE
254687106DISDISNEY WALT CO$80.5M0.20%707,335CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$79.5M0.20%1,006,621CommonSOLE
831865209AOSSMITH A O CORP$78.9M0.20%1,179,709CommonSOLE
04626A103ALABASTERA LABS INC$78.7M0.20%473,179CommonSOLE
18915M107NETCLOUDFLARE INC$78.5M0.20%398,326CommonSOLE
172908105CTASCINTAS CORP$78.1M0.20%415,315CommonSOLE
19247G107COHRCOHERENT CORP$77.6M0.20%420,603CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$77.4M0.20%420,272CommonSOLE
12572Q105CMECME GROUP INC$77.4M0.20%283,274CommonSOLE
907818108UNPUNION PAC CORP$75.7M0.19%327,277CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$75.2M0.19%289,675CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$75.0M0.19%14,014CommonSOLE
00724F101ADBEADOBE INC$74.3M0.19%212,265CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$73.8M0.19%236,240CommonSOLE
98978V103ZTSZOETIS INC$73.2M0.19%582,128CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$72.6M0.18%282,110CommonSOLE
458140100INTCINTEL CORP$72.3M0.18%1,960,694CommonSOLE
464288281EMBISHARES TR$71.7M0.18%744,450CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$71.6M0.18%220,848CommonSOLE
235851102DHRDANAHER CORPORATION$70.7M0.18%308,926CommonSOLE
00206R102TAT&T INC$70.5M0.18%2,839,753CommonSOLE
60937P106MDBMONGODB INC$70.5M0.18%168,073CommonSOLE
902973304USBUS BANCORP DEL$70.4M0.18%1,318,572CommonSOLE
892672106TWTRADEWEB MKTS INC$69.0M0.17%641,169CommonSOLE
126650100CVSCVS HEALTH CORP$68.4M0.17%861,517CommonSOLE
92276F100VTRVENTAS INC$67.7M0.17%875,376CommonSOLE
297178105ESSESSEX PPTY TR INC$66.9M0.17%255,533CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$66.4M0.17%554,447CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$66.2M0.17%141,248CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$65.8M0.17%1,615,310CommonSOLE
863667101SYKSTRYKER CORPORATION$65.6M0.17%186,652CommonSOLE
46434V407SHYGISHARES TR$65.5M0.17%1,528,850CommonSOLE
009158106APDAIR PRODS & CHEMS INC$65.3M0.17%264,281CommonSOLE
09260D107BXBLACKSTONE INC$65.1M0.16%422,198CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$64.9M0.16%315,873CommonSOLE
097023105BABOEING CO$64.8M0.16%298,327CommonSOLE
278865100ECLECOLAB INC$64.0M0.16%243,618CommonSOLE
032095101APHAMPHENOL CORP NEW$63.6M0.16%470,724CommonSOLE
369550108GDGENERAL DYNAMICS CORP$62.8M0.16%186,465CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$62.8M0.16%387,441CommonSOLE
291011104EMREMERSON ELEC CO$62.4M0.16%470,496CommonSOLE
882508104TXNTEXAS INSTRS INC$61.7M0.16%355,462CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$61.1M0.15%1,040,277CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$60.7M0.15%607,317CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$60.4M0.15%245,417CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$60.3M0.15%423,171CommonSOLE
49177J102KVUEKENVUE INC$60.2M0.15%3,491,548CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$60.1M0.15%477,078CommonSOLE
778296103ROSTROSS STORES INC$59.8M0.15%332,065CommonSOLE
G0403H108AONAON PLC$59.2M0.15%167,846CommonSOLE
001055102AFLAFLAC INC$58.1M0.15%527,102CommonSOLE
231021106CMICUMMINS INC$58.0M0.15%113,648CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$57.9M0.15%360,357CommonSOLE
670346105NUENUCOR CORP$57.9M0.15%354,693CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$57.2M0.14%213,211CommonSOLE
012653101ALBALBEMARLE CORP$56.9M0.14%402,594CommonSOLE
82452J109FOURSHIFT4 PMTS INC$56.8M0.14%902,016CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$56.8M0.14%305,974CommonSOLE
74762E102QUREQUANTA SVCS INC$56.6M0.14%134,030CommonSOLE
925652109VICIVICI PPTYS INC$55.9M0.14%1,988,591CommonSOLE
87612E106TGTTARGET CORP$55.4M0.14%567,017CommonSOLE
88339J105TTDTHE TRADE DESK INC$55.2M0.14%1,455,410CommonSOLE
384802104GWWWW GRAINGER INC$54.8M0.14%54,275CommonSOLE
48251W104KKRKKR & CO INC$54.3M0.14%426,149CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$54.3M0.14%223,977CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$54.3M0.14%119,698CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$53.5M0.14%359,360CommonSOLE
311900104FASTFASTENAL CO$53.2M0.13%1,325,411CommonSOLE
88579Y101MMM3M CO$53.2M0.13%332,159CommonSOLE
20030N101CMCSACOMCAST CORP NEW$52.9M0.13%1,769,423CommonSOLE
704326107PAYXPAYCHEX INC$52.8M0.13%470,872CommonSOLE
717081103PFEPFIZER INC$52.4M0.13%2,105,103CommonSOLE
20825C104COPCONOCOPHILLIPS$51.8M0.13%553,771CommonSOLE
260003108DOVDOVER CORP$51.4M0.13%263,403CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$51.3M0.13%354,501CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$50.9M0.13%391,044CommonSOLE
G87052109TELTE CONNECTIVITY PLC$50.0M0.13%219,883CommonSOLE
632307104NTRANATERA INC$50.0M0.13%218,195CommonSOLE
98980G102ZSZSCALER INC$49.8M0.13%221,565CommonSOLE
05464C101AXONAXON ENTERPRISE INC$49.7M0.13%87,557CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$49.6M0.13%111,449CommonSOLE
209115104EDCONSOLIDATED EDISON INC$49.4M0.13%497,860CommonSOLE
871829107SYYSYSCO CORP$49.4M0.13%670,953CommonSOLE
G25508105CRHCRH PLC$48.4M0.12%388,102CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$48.4M0.12%480,220CommonSOLE
872590104TMUST-MOBILE US INC$47.7M0.12%234,985CommonSOLE
30040W108ESEVERSOURCE ENERGY$47.7M0.12%708,580CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$46.9M0.12%258,889CommonSOLE
172062101CINFCINCINNATI FINL CORP$46.9M0.12%287,379CommonSOLE
654106103NKENIKE INC$46.6M0.12%731,159CommonSOLE
609207105MDLZMONDELEZ INTL INC$45.6M0.12%846,625CommonSOLE
45784P101PODDINSULET CORP$45.4M0.11%159,549CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$45.3M0.11%175,016CommonSOLE
693718108PCARPACCAR INC$45.3M0.11%413,489CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$45.2M0.11%448,232CommonSOLE
46284V101IRMIRON MTN INC DEL$45.2M0.11%544,483CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$45.1M0.11%221,944CommonSOLE
049560105ATOATMOS ENERGY CORP$44.6M0.11%265,871CommonSOLE
693506107PPGPPG INDS INC$44.3M0.11%431,973CommonSOLE
G0250X107AMCRAMCOR PLC$44.1M0.11%5,290,532CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$43.9M0.11%429,060CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$43.9M0.11%763,864CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$43.8M0.11%515,430CommonSOLE
45104G104IBNICICI BANK LIMITED$43.7M0.11%1,467,150CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$43.4M0.11%517,454CommonSOLE
655663102NDSNNORDSON CORP$43.2M0.11%179,762CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$43.2M0.11%435,126CommonSOLE
G29183103ETNEATON CORP PLC$42.6M0.11%133,886CommonSOLE
701094104PHPARKER-HANNIFIN CORP$42.6M0.11%48,490CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$42.5M0.11%154,502CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$42.2M0.11%87,254CommonSOLE
579780206MKCMCCORMICK & CO INC$42.0M0.11%616,071CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$41.7M0.11%772,228CommonSOLE
04016X101ARGXARGENX SE$41.5M0.11%49,358CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$41.2M0.10%53,417CommonSOLE
244199105DEDEERE & CO$41.0M0.10%88,096CommonSOLE
29476L107EQREQUITY RESIDENTIAL$40.4M0.10%640,192CommonSOLE
115236101BROBROWN & BROWN INC$40.1M0.10%503,259CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$39.5M0.10%531,962CommonSOLE
372460105GPCGENUINE PARTS CO$39.5M0.10%320,921CommonSOLE
127097103CTRACOTERRA ENERGY INC$39.1M0.10%1,484,339CommonSOLE
354613101BENFRANKLIN RESOURCES INC$38.8M0.10%1,624,537CommonSOLE
02209S103MOALTRIA GROUP INC$38.4M0.10%665,297CommonSOLE
440452100HRLHORMEL FOODS CORP$38.3M0.10%1,615,614CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$38.0M0.10%131,018CommonSOLE
651639106NEMNEWMONT CORP$37.9M0.10%379,115CommonSOLE
871607107SNPSSYNOPSYS INC$37.7M0.10%80,294CommonSOLE
832696405SJMSMUCKER J M CO$37.6M0.10%384,622CommonSOLE
189054109CLXCLOROX CO DEL$37.5M0.10%372,357CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$37.5M0.09%94,278CommonSOLE
98419M100XYLXYLEM INC$37.4M0.09%274,506CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$36.8M0.09%432,032CommonSOLE
303075105FDSFACTSET RESH SYS INC$36.7M0.09%126,411CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$36.4M0.09%727,125CommonSOLE
30161N101EXCEXELON CORP$36.2M0.09%831,507CommonSOLE
855244109SBUXSTARBUCKS CORP$36.1M0.09%428,434CommonSOLE
04010L103ARCCARES CAPITAL CORP$35.6M0.09%1,760,158CommonSOLE
125523100CITHE CIGNA GROUP$35.6M0.09%129,343CommonSOLE
25809K105DASHDOORDASH INC$35.5M0.09%156,960CommonSOLE
115637209BF/BBROWN FORMAN CORP$35.4M0.09%1,357,921CommonSOLE
842587107SOSOUTHERN CO$35.0M0.09%401,771CommonSOLE
29530P102ERIEERIE INDTY CO$34.5M0.09%120,320CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$34.2M0.09%292,098CommonSOLE
88162G103TTEKTETRA TECH INC NEW$33.3M0.08%992,633CommonSOLE
58733R102MELIMERCADOLIBRE INC$32.6M0.08%16,204CommonSOLE
26875P101EOGEOG RES INC$32.5M0.08%309,888CommonSOLE
219350105GLWCORNING INC$32.5M0.08%370,862CommonSOLE
217204106CPRTCOPART INC$32.1M0.08%818,776CommonSOLE
G6683N103NUNU HLDGS LTD$31.6M0.08%1,887,606CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$31.3M0.08%381,470CommonSOLE
615369105MCOMOODYS CORP$31.3M0.08%61,316CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$31.2M0.08%53,668CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$31.1M0.08%191,816CommonSOLE
443201108HWMHOWMET AEROSPACE INC$30.8M0.08%150,246CommonSOLE
55354G100MSCIMSCI INC$30.7M0.08%53,483CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$30.5M0.08%599,644CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$30.1M0.08%216,565CommonSOLE
40412C101HCAHCA HEALTHCARE INC$30.0M0.08%64,237CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$29.9M0.08%85,171CommonSOLE
37045V100GMGENERAL MTRS CO$29.4M0.07%361,386CommonSOLE
45168D104IDXXIDEXX LABS INC$29.2M0.07%43,144CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$29.1M0.07%250,721CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$28.9M0.07%250,541CommonSOLE
46187W107INVHINVITATION HOMES INC$28.9M0.07%1,038,688CommonSOLE
303250104FICOFAIR ISAAC CORP$28.8M0.07%17,036CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$28.7M0.07%335,652CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$28.7M0.07%73,671CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$28.5M0.07%49,927CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$28.3M0.07%135,390CommonSOLE
46434G764EMXCISHARES INC$28.2M0.07%388,600CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$28.2M0.07%160,858CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$28.0M0.07%971,773CommonSOLE
571903202MARMARRIOTT INTL INC NEW$27.2M0.07%87,817CommonSOLE
22052L104CTVACORTEVA INC$27.2M0.07%405,316CommonSOLE
443510607HUBBHUBBELL INC$27.1M0.07%60,997CommonSOLE
052769106ADSKAUTODESK INC$26.9M0.07%90,990CommonSOLE
46436E718SGOVISHARES TR$26.8M0.07%267,400CommonSOLE
866674104SUISUN CMNTYS INC$26.3M0.07%212,647CommonSOLE
969457100WMBWILLIAMS COS INC$25.9M0.07%430,421CommonSOLE
92936U109WPCWP CAREY INC$25.7M0.07%399,948CommonSOLE
03073E105CORCENCORA INC$25.7M0.07%76,185CommonSOLE
126408103CSXCSX CORP$25.4M0.06%700,884CommonSOLE
49446R109KIMKIMCO RLTY CORP$25.0M0.06%1,234,823CommonSOLE
893641100TDGTRANSDIGM GROUP INC$24.7M0.06%18,545CommonSOLE
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31620M106FISFIDELITY NATL INFORMATION SV$24.3M0.06%364,931CommonSOLE
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36467J108GLPIGAMING & LEISURE PPTYS INC$22.7M0.06%507,977CommonSOLE
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31428X106FDXFEDEX CORP$22.6M0.06%78,254CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$22.4M0.06%78,069CommonSOLE
89832Q109TFCTRUIST FINL CORP$22.4M0.06%455,562CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$22.2M0.06%76,958CommonSOLE
009066101ABNBAIRBNB INC$21.9M0.06%161,118CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$21.7M0.06%283,574CommonSOLE
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620076307MSIMOTOROLA SOLUTIONS INC$21.6M0.05%56,331CommonSOLE
758849103REGREGENCY CTRS CORP$21.5M0.05%311,562CommonSOLE
679295105OKTAOKTA INC$21.4M0.05%247,366CommonSOLE
34959E109FTNTFORTINET INC$21.3M0.05%268,802CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$21.3M0.05%98,175CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$21.2M0.05%349,759CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$21.1M0.05%251,800CommonSOLE
053332102AZOAUTOZONE INC$20.9M0.05%6,171CommonSOLE
74743L100QQNITY ELECTRONICS INC$20.9M0.05%255,831CommonSOLE
816851109SRESEMPRA$20.8M0.05%235,925CommonSOLE
23804L103DDOGDATADOG INC$20.8M0.05%152,674CommonSOLE
464287200IVVISHARES TR$20.7M0.05%30,270CommonSOLE
902653104UDRUDR INC$20.7M0.05%563,290CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$20.5M0.05%1,272,218CommonSOLE
285512109EAELECTRONIC ARTS INC$20.4M0.05%99,596CommonSOLE
23331A109DHID R HORTON INC$20.3M0.05%141,104CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$20.1M0.05%344,510CommonSOLE
345370860FFORD MTR CO$20.0M0.05%1,525,186CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$19.9M0.05%448,537CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$19.9M0.05%537,013CommonSOLE
56585A102MPCMARATHON PETE CORP$19.8M0.05%121,838CommonSOLE
806857108SLBSLB LIMITED$19.8M0.05%515,139CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$19.7M0.05%613,500CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$19.7M0.05%715,359CommonSOLE
020002101ALLALLSTATE CORP$19.1M0.05%91,691CommonSOLE
718546104PSXPHILLIPS 66$19.0M0.05%147,408CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$18.6M0.05%63,344CommonSOLE
146869102CVNACARVANA CO$18.6M0.05%44,058CommonSOLE
101121101BXPBXP INC$18.4M0.05%273,237CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$18.3M0.05%286,582CommonSOLE
929740108WABWABTEC$18.2M0.05%85,485CommonSOLE
25746U109DDOMINION ENERGY INC$18.2M0.05%309,947CommonSOLE
92840M102VSTVISTRA CORP$18.2M0.05%112,536CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$18.1M0.05%71,425CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$18.0M0.05%448,683CommonSOLE
87612G101TRGPTARGA RES CORP$18.0M0.05%97,390CommonSOLE
133131102CPTCAMDEN PPTY TR$17.9M0.05%162,739CommonSOLE
911363109URIUNITED RENTALS INC$17.8M0.04%21,934CommonSOLE
501044101KRKROGER CO$17.7M0.04%282,530CommonSOLE
00162Q452AMLPALPS ETF TR$17.5M0.04%371,900CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$17.5M0.04%985,608CommonSOLE
98138H101WDAYWORKDAY INC$17.5M0.04%81,356CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$17.4M0.04%68,016CommonSOLE
760759100RSGREPUBLIC SVCS INC$17.4M0.04%81,950CommonSOLE
773121108RKLBROCKET LAB CORP$17.4M0.04%248,841CommonSOLE
59156R108METMETLIFE INC$17.3M0.04%218,750CommonSOLE
03076C106AMPAMERIPRISE FINL INC$17.2M0.04%35,101CommonSOLE
631103108NDAQNASDAQ INC$17.2M0.04%177,108CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$17.0M0.04%374,243CommonSOLE
98389B100XELXCEL ENERGY INC$16.9M0.04%228,408CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$16.8M0.04%202,954CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$16.6M0.04%131,355CommonSOLE
682680103OKEONEOK INC NEW$16.3M0.04%221,727CommonSOLE
46435G474FALNISHARES TR$16.2M0.04%594,300CommonSOLE
12504L109CBRECBRE GROUP INC$16.1M0.04%100,075CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$16.0M0.04%70,859CommonSOLE
988498101YUMYUM BRANDS INC$15.8M0.04%104,727CommonSOLE
031100100AMEAMETEK INC$15.7M0.04%76,654CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$15.6M0.04%70,020CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$15.3M0.04%238,392CommonSOLE
16411R208LNGCHENIERE ENERGY INC$15.3M0.04%78,688CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$15.2M0.04%395,970CommonSOLE
278642103EBAYEBAY INC.$15.1M0.04%173,162CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$14.9M0.04%107,944CommonSOLE
771049103RBLXROBLOX CORP$14.9M0.04%183,430CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$14.8M0.04%37,961CommonSOLE
82509L107SHOPSHOPIFY INC$14.7M0.04%91,411CommonSOLE
277276101EGPEASTGROUP PPTYS INC$14.6M0.04%82,079CommonSOLE
722304102PDDPDD HOLDINGS INC$14.6M0.04%128,886CommonSOLE
92939U106WECWEC ENERGY GROUP INC$14.6M0.04%138,081CommonSOLE
457669307INSMINSMED INC$14.5M0.04%83,544CommonSOLE
29364G103ETRENTERGY CORP NEW$14.2M0.04%153,773CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$14.2M0.04%178,300CommonSOLE
466313103JBLJABIL INC$14.2M0.04%62,247CommonSOLE
744320102PRUPRUDENTIAL FINL INC$14.1M0.04%125,170CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$14.1M0.04%63,121CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$14.1M0.04%67,428CommonSOLE
40415F101HDBHDFC BANK LTD$14.1M0.04%385,282CommonSOLE
594972408MSTRSTRATEGY INC$14.0M0.04%92,463CommonSOLE
36266G107GEHCSMARTSTOP SELF STORAG REIT I$14.0M0.04%170,715CommonSOLE
880770102TERTERADYNE INC$14.0M0.04%72,299CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$14.0M0.04%285,939CommonSOLE
922908744VTVVANGUARD INDEX FDS$13.8M0.03%72,300CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$13.7M0.03%78,360CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$13.7M0.03%489,458CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$13.7M0.03%170,200CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$13.6M0.03%256,887CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$13.5M0.03%349,880CommonSOLE
053611109AVYAVERY DENNISON CORP$13.4M0.03%73,412CommonSOLE
761152107RMDRESMED INC$13.3M0.03%55,053CommonSOLE
858119100STLDSTEEL DYNAMICS INC$13.1M0.03%77,557CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$13.1M0.03%96,166CommonSOLE
46266C105IQVIQVIA HLDGS INC$13.1M0.03%58,044CommonSOLE
22822V101CCICROWN CASTLE INC$13.0M0.03%146,417CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$12.8M0.03%79,396CommonSOLE
929160109VMCVULCAN MATLS CO$12.7M0.03%44,664CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$12.7M0.03%152,185CommonSOLE
337738108FISVFISERV INC$12.7M0.03%188,558CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$12.6M0.03%20,288CommonSOLE
857477103STTSTATE STR CORP$12.6M0.03%97,659CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$12.6M0.03%267,681CommonSOLE
229663109CUBECUBESMART$12.4M0.03%345,011CommonSOLE
256677105DGDOLLAR GEN CORP NEW$12.4M0.03%93,263CommonSOLE
92189H300EMLCVANECK ETF TRUST$12.4M0.03%478,577CommonSOLE
008492100ADCAGREE RLTY CORP$12.4M0.03%171,500CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$12.3M0.03%469,722CommonSOLE
69331C108PCGPG&E CORP$12.3M0.03%763,893CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$12.3M0.03%78,241CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$12.3M0.03%127,747CommonSOLE
464287242LQDISHARES TR$12.2M0.03%111,135CommonSOLE
14174T107CTRECARETRUST REIT INC$12.0M0.03%333,160CommonSOLE
852234103XYZBLOCK INC$12.0M0.03%184,258CommonSOLE
09062X103BIIBBIOGEN INC$11.9M0.03%67,351CommonSOLE
464288257ACWIISHARES TR$11.8M0.03%83,731CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$11.8M0.03%205,672CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$11.6M0.03%35,252CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$11.5M0.03%40,603CommonSOLE
78468R408SJNKSPDR SERIES TRUST$11.5M0.03%453,944CommonSOLE
26884L109EQTEQT CORP$11.5M0.03%214,394CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$11.4M0.03%75,990CommonSOLE
922280102VRNSVARONIS SYS INC$11.4M0.03%347,400CommonSOLE
H2906T109GRMNGARMIN LTD$11.4M0.03%56,102CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$11.4M0.03%364,587CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$11.3M0.03%129,918CommonSOLE
637417106NNNNNN REIT INC$11.3M0.03%284,810CommonSOLE
444859102HUMHUMANA INC$11.2M0.03%43,920CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$11.2M0.03%467,208CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$11.2M0.03%51,887CommonSOLE
55261F104MTBM & T BK CORP$11.2M0.03%55,372CommonSOLE
46435G102ICVTISHARES TR$11.1M0.03%112,849CommonSOLE
199908104FIXCOMFORT SYS USA INC$11.0M0.03%11,798CommonSOLE
049468101TEAMATLASSIAN CORPORATION$10.9M0.03%67,124CommonSOLE
464287655IWMISHARES TR$10.9M0.03%44,180CommonSOLE
922475108VEEVVEEVA SYS INC$10.9M0.03%48,697CommonSOLE
427866108HSYHERSHEY CO$10.9M0.03%59,685CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$10.7M0.03%7,701CommonSOLE
143658300CCL1EURCARNIVAL CORP$10.7M0.03%351,003CommonSOLE
46434G772EWTISHARES INC$10.6M0.03%167,482CommonSOLE
316773100FITBFIFTH THIRD BANCORP$10.6M0.03%227,256CommonSOLE
629377508NRGNRG ENERGY INC$10.6M0.03%66,775CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$10.6M0.03%258,389CommonSOLE
29084Q100EMEEMCOR GROUP INC$10.6M0.03%17,328CommonSOLE
69351T106PPLPPL CORP$10.6M0.03%302,671CommonSOLE
85254J102STAGSTAG INDL INC$10.6M0.03%287,985CommonSOLE
456788108INFYINFOSYS LTD$10.5M0.03%589,559CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$10.5M0.03%41,842CommonSOLE
171779309CIENCIENA CORP$10.5M0.03%44,900CommonSOLE
22160N109CSGPCOSTAR GROUP INC$10.5M0.03%155,881CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$10.4M0.03%21,392CommonSOLE
90384S303ULTAULTA BEAUTY INC$10.4M0.03%17,201CommonSOLE
370334104GISGENERAL MLS INC$10.4M0.03%223,214CommonSOLE
45687V106IRINGERSOLL RAND INC$10.4M0.03%130,846CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$10.3M0.03%64,310CommonSOLE
876030107TPRTAPESTRY INC$10.2M0.03%79,696CommonSOLE
55955D100MGNIMAGNITE INC$10.1M0.03%622,700CommonSOLE
337932107FEFIRSTENERGY CORP$9.9M0.03%221,254CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$9.8M0.02%375,700CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$9.6M0.02%554,208CommonSOLE
252131107DXCMDEXCOM INC$9.6M0.02%144,019CommonSOLE
518439104ELLAUDER ESTEE COS INC$9.5M0.02%90,587CommonSOLE
023608102AEEAMEREN CORP$9.4M0.02%94,622CommonSOLE
464285204IAUISHARES GOLD TR$9.4M0.02%115,915CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$9.3M0.02%43,701CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$9.3M0.02%159,154CommonSOLE
665859104NTRSNORTHERN TR CORP$9.2M0.02%67,067CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$9.1M0.02%82,852CommonSOLE
50212V100LPLALPL FINL HLDGS INC$9.1M0.02%25,577CommonSOLE
745867101PHMPULTE GROUP INC$9.1M0.02%77,736CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$9.1M0.02%306,806CommonSOLE
88146M101TRNOTERRENO RLTY CORP$9.1M0.02%154,580CommonSOLE
233331107DTEDTE ENERGY CO$9.1M0.02%70,289CommonSOLE
42226K105HRHEALTHCARE RLTY TR$9.0M0.02%530,600CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$9.0M0.02%95,000CommonSOLE
336433107FSLRFIRST SOLAR INC$8.9M0.02%34,216CommonSOLE
681919106OMCOMNICOM GROUP INC$8.8M0.02%109,428CommonSOLE
294429105EFXEQUIFAX INC$8.8M0.02%40,679CommonSOLE
941848103WATWATERS CORP$8.8M0.02%23,233CommonSOLE
256746108DLTRDOLLAR TREE INC$8.8M0.02%71,479CommonSOLE
500754106KHCKRAFT HEINZ CO$8.7M0.02%360,050CommonSOLE
526057104LENLENNAR CORP$8.7M0.02%84,839CommonSOLE
256163106DOCUDOCUSIGN INC$8.7M0.02%127,357CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$8.7M0.02%39,004CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$8.7M0.02%225,924CommonSOLE
550021109LULULULULEMON ATHLETICA INC$8.7M0.02%41,652CommonSOLE
55306NAB0MKSI 1.25 06/01/30MKS INC.$8.6M0.02%6,750,000CommonSOLE
570535104MKLMARKEL GROUP INC$8.6M0.02%4,001CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$8.6M0.02%233,625CommonSOLE
969904101WSMWILLIAMS SONOMA INC$8.5M0.02%47,585CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$8.5M0.02%312,688CommonSOLE
G8473T100STESTERIS PLC$8.5M0.02%33,409CommonSOLE
40434L105HPQHP INC$8.4M0.02%379,000CommonSOLE
125896100CMSCMS ENERGY CORP$8.4M0.02%120,697CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$8.4M0.02%48,438CommonSOLE
H2927K103AMRZAMRIZE LTD$8.4M0.02%155,360CommonSOLE
67077M108NTRNUTRIEN LTD$8.4M0.02%135,560CommonSOLE
682189105ONON SEMICONDUCTOR CORP$8.3M0.02%154,182CommonSOLE
45337C102INCYINCYTE CORP$8.3M0.02%84,471CommonSOLE
406216101HALHALLIBURTON CO$8.3M0.02%294,114CommonSOLE
929042109VNOVORNADO RLTY TR$8.3M0.02%249,506CommonSOLE
64110D104NTAPNETAPP INC$8.3M0.02%77,156CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES M$8.2M0.02%190,334CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$8.2M0.02%16,055CommonSOLE
N00985106AERAERCAP HOLDINGS NV$8.1M0.02%56,378CommonSOLE
281020107EIXEDISON INTL$8.0M0.02%133,971CommonSOLE
92338C103VLTOVERALTO CORP$8.0M0.02%80,391CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$8.0M0.02%38,337CommonSOLE
92343E102VRSNVERISIGN INC$8.0M0.02%32,912CommonSOLE
78468R622JNKSPDR SERIES TRUST$7.9M0.02%81,433CommonSOLE
15135B101CNCCENTENE CORP DEL$7.9M0.02%191,061CommonSOLE
443573100HUBSHUBSPOT INC$7.9M0.02%19,578CommonSOLE
62944T105NVRNVR INC$7.8M0.02%1,076CommonSOLE
49803T300KRGKITE RLTY GROUP TR$7.8M0.02%326,780CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.